Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,804 | $76,000+123.4% | $154,107+10.2% | $64,186+164.6% |
| Participation rate | 91.7% | 70.4%+21.3pp | 83.0%+8.6pp | 69.6%+22.1pp |
| Annual return | 8.40% | 30.32%-21.9pp | 735.12%-726.7pp | 7.63%+0.8pp |
| Employer contribution / active EE | $7,572 | $3,351+126.0% | $5,298+42.9% | $2,381+218.0% |
| Participant deferral / active EE | $3,841 | $3,175+21.0% | $5,081-24.4% | $3,470+10.7% |
| Admin fee / account holder | $8,925 | $5,596+59.5% | $13,411-33.4% | $4,888+82.6% |